NewEdge Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
|
|||||
|
2025
Q1 | $1.32M | Sell |
|
|||||
|
2024
Q4 | $1.72M | Sell |
|
|||||
|
2024
Q3 | $1.54M | Sell |
|
|||||
|
2024
Q2 | $1.6M | Buy |
|
|||||
|
2024
Q1 | $936K | Buy |
|
|||||
|
2023
Q4 | $395K | Buy |
|
|||||
|
2023
Q3 | $128K | Buy |
|
|||||
|
2023
Q2 | $102K | Buy |
|
|||||
|
2023
Q1 | $27K | Sell |
|
|||||
|
2022
Q4 | $145K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $2.65M | Sell |
|
|||||
|
2021
Q3 | $3.07M | Buy |
|
|||||
|
2021
Q2 | $2.45M | Buy |
|
|||||
|
2021
Q1 | $815K | Sell |
|
|||||
|
2020
Q4 | $551K | Sell |
|
|||||
|
2020
Q3 | $655K | Sell |
|
|||||
|
2020
Q2 | $694K | Buy |
|
|||||
|
2020
Q1 | $293K | Sell |
|
|||||
|
2019
Q4 | $547K | Buy |
|